Fixed Income Investments – Soup to Nuts about Marketable Securities

Event Details


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Time 2:30pm
Location Coopers Hawk - Naperville
1740 Freedom Drive
NapervilleIL 60563

Map and directions
Delivery Method In Person
Field of Study Finance - Technical
NASBA CPE Earn 1.50 CPE Hours
Contact Andrew Brown

Event Cost

Event Description

Growth and Engagement Network  presents
Fixed Income Investments – Soup to Nuts about Marketable Securities
Knowing and Understanding Your Additional Investment Options
Four marketable securities options that are allowed by Illinois Public Fund Act that are not CDs will be addressed. The pros/cons and how and why these securities should be included in your portfolio will be discussed.  Discussion will also include: the terminology of how to review and understand each different type of investment;  the risks associated with each investment; the make-up of each type of bond…ie, coupon, price and yield when comparing against CDs; and the type of securities that can help diversify, create more liquidity, and create more yield and interest income for your overall  investment portfolio. 

Gary Szott, Finance Director, Village of Bloomingdale
Joe Pellegrino, Managing Director, Institutional Sales, Vice President5/3 Securities, Inc.  

2:30 PM - Networking and registration
3:00 - 4:00 PM - Presentation and Q&A
Learning Objectives: Participants completing this session will be able to:

1. Learn characteristics about each type of security…ie, Treasuries, Agencies, Munis, Corporates
2. Understand the terminology about each security and how fixed income yields are derived
3. Identify how to evaluate and  compare marketable securities vs. CDs

Intended Audience: Finance Professionals
Delivery Method:
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Finance-Technical
Earn About 1.0 CPE credit

Registration & Cancellation Policy

Registrations are accepted on a first-in, first registered basis. Payments by check should be mailed in advance or made at time of registration by credit card. 

Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee. 
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• A written request for a refund must be emailed to the IGFOA prior to the event.

By submitting this registration, the applicant agrees to the registration and cancellation policy above.

IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.   Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.

If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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